Application Preferences - Edit advanced settings in pop-out dialogues

Voyant Adviser is normally set to display advanced settings in pop-out dialogues. For example, if on the Investments screen we were to click Advanced Settings > Growth & Yield, the related settings would display in a separate dialogue that pops up middle screen, as shown below.

The option is also available, however, to display these settings inline, in a series of expandable and collapsible panels. This preference, "Edit Advanced Settings in Popout Dialogues" is found on the Preferences screen (accessed by clicking the cog button, top-left), under Application Preferences.

If we were to untick this setting, return to the Investments screen and again click Advanced Settings > Growth & Yield, the growth and yield settings would appear on an expanded inline panel, as shown below, rather than in a pop-out dialogue.

Considerations for computers running at lower screen resolutions

If you run Voyant on a computer set at lower resolutions such as 1024 x 768, a common resolution for older projectors, we recommend that you use pop-up dialogues (shown below, left) rather than inline panels (shown below, right) to display advanced settings.

To change this display preference:

1. Sign into the software and open any client record.

2. Click Preferences (the cog button) top-left.

3. In the System Preferences on the left side of the screen, expand Application Preferences.